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Share entities as cards

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

Internal Chat lets you share platform items as cards inside a team conversation. Instead of copying and pasting links, you send a rich card — with title, summary and icon — that opens the exact item with one click.

It's the fastest way to ask for help or align context: "look at this conversation", "this deal is stuck", "check this charge". You can share 9 item types:

  • Conversation (support)
  • Contact
  • Deal (CRM)
  • Task
  • Catalog product
  • Charge (Payments)
  • Calendar event
  • WhatsApp Hub broadcast
  • Campaign

Prerequisites

  • The Internal Chat module enabled for the account.
  • Access to the item you want to share and to its module (CRM, Payments, Calendar, etc.).
  • At least one channel or direct message to send the card to.

Step by step

  1. Open the item you want to share (a conversation, a contact, a deal, etc.).
  2. Use the Share to chat action available on the item's screen.
  3. Choose the destination channel or direct message.
  4. (Optional) Write a message alongside the card.
  5. Send. The card appears in the team conversation.
  6. Any member can click the card to open the original item.

Settings & options

  • Destination: any channel (public, private or announcement where you can post) or direct message.
  • Optional message: add context to the card with text.
  • Automatic card: the title, summary and icon are built automatically from the item.
  • One-click open: the card takes you straight to the item (conversation, contact, deal, etc.).

Use cases

  • Ask a teammate to take over a specific conversation.
  • Discuss a CRM deal before moving it to the next stage.
  • Validate a charge or a Calendar event with the team.
  • Share a campaign or a broadcast with whoever will run it.

Tips, limits & best practices

  • Always add a short message explaining why you're sharing it.
  • Share in private channels when the item is sensitive.
  • The card points to the item: whoever clicks will see its current state.
  • Access to the item still depends on each person's permissions in the source module.

Troubleshooting

  • I don't see the "Share to chat" action: confirm the Internal Chat module is enabled for the account.
  • The card doesn't open the item: the item may have been removed, or you don't have permission to access it in the source module.
  • I shared in the wrong channel: send it again to the correct channel/direct message.

See also